| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2018 | 87 | 41,129 | SRLN, TIP, IWO, AAXJ | 13F-HR | 2/14/2019 | 000156988619000002 |
| Q3 2018 | 92 | 50,456 | SRLN, IWO, IWN, TIP | 13F-HR | 11/14/2018 | 000156988618000005 |
| Q2 2018 | 93 | 51,948 | SRLN, IWF, IWO, AAXJ | 13F-HR | 8/10/2018 | 000156988618000004 |
| Q1 2018 | 221 | 78,674 | SRLN, AAXJ, IWF, IWO | 13F-HR | 5/15/2018 | 000156988618000003 |
| Q4 2017 | 259 | 93,322 | IWF, SRLN, PSX, DBEF | 13F-HR | 2/13/2018 | 000156988618000001 |
| Q3 2017 | 235 | 81,995 | SRLN, IWF, DBEF, IWO | 13F-HR | 11/8/2017 | 000156988617000007 |
| Q2 2017 | 230 | 85,033 | SRLN, IWF, DBEF, IEF | 13F-HR | 8/14/2017 | 000156988617000006 |
| Q1 2017 | 247 | 87,748 | IEF, SRLN, IWF, DBEF | 13F-HR | 5/12/2017 | 000156988617000005 |
| Q4 2016 | 240 | 90,892 | IWF, IVV, SRLN, DBEF | 13F-HR | 2/13/2017 | 000156988617000001 |
| Q3 2016 | 259 | 133,504 | IWF, VCSH, IEF, DBEF | 13F-HR | 11/14/2016 | 000156988616000013 |
| Q2 2016 | 226 | 73,775 | IVV, IYW, EWJ, BRK-B | 13F-HR | 8/15/2016 | 000156988616000012 |
| Q1 2016 | 223 | 78,733 | GLD, IVV, EWJ, IYW | 13F-HR | 5/11/2016 | 000156988616000011 |
| Q4 2015 | 221 | 84,582 | IVV, EWJ, IEF, ACWI | 13F-HR | 2/10/2016 | 000156988616000008 |
| Q3 2015 | 443 | 48,466 | IEF, MBB, BWX, XLU | 13F-HR | 11/6/2015 | 000156988615000006 |
| Q2 2015 | 332 | 104,830 | IVV, IEV, MBB, HYG | 13F-HR | 8/10/2015 | 000156988615000005 |
| Q1 2015 | 354 | 102,357 | IEV, ACWI, EWJ, IYR | 13F-HR | 5/14/2015 | 000156988615000003 |